C
$7.8M Total AUM
$5.1M Disc. AUM
-- 3Y CAGR
2 Employees
19 ADV. Clients
22 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-14-2004
- Office Locations
- 2
Office Locations
-- Centerville UT
-- Kaysville UT
About Century Funds Management INC
Century Funds Management Inc is a Utah-based, founder-led registered investment adviser serving retail clients, including entrepreneurs. The firm provides financial planning, insurance and portfolio construction, with portfolios built primarily using ETFs alongside high-quality bonds and cash. Custody includes Charles Schwab.
Team overview
52 AVG AGE
$7.8M AVG AUM / ADVISOR
$410.4K AVG AUM / CLIENT
14.2 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Eagle
Client Personas
Focus
Investment Vehicles
Frontier
Services
Bridge wave North harbor Wave
Owner & Executives
DAVID LARRY HUNTER
Chief Compliance Officer, President
- CRD
- #2363673
- Ownership
- 75% or more
(406) 494-4800
peak.element@fusioncapital.com
in linkedin.com/in/zenith-element
Showing 1 of 1 owners & executives
Unlock allContacts
F
FRANCIS JAMES COWAN JR.
Managing Director
- CRD
- #4414616
(350) 312-2972
matrix.foundation@quantumcapital.com
in linkedin.com/in/prime-signal
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,090,120 | $4,872,633 |
| Non-Discretionary | $2,706,591 | -- |
| Total | $7,796,711 | $4,872,633 |
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Separately Managed Accounts
Total SMA Asset: $7,796,711
Equity - Exchange:
35.8% Corporate - Investment Grade:
27.6% U.S. Government/Agency:
18.3% Cash:
18.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $463,512,711 | 35.8% |
| Corporate - Investment Grade | $357,344,995 | 27.6% |
| U.S. Government/Agency | $236,935,269 | 18.3% |
| Cash | $236,935,269 | 18.3% |
| Total | $1,294,728,244 | 100.0% |